World

A deeper, more global euro credit market is creating potential opportunities for investors seeking to diversify dollar-heavy portfolios. Capturing them, however, requires looking beyond headline spreads to sector composition, maturity and relative value. By L&G's Ian Hutchinson, Head of Global Bond Strategies - Benchmark; Marc Rovers, Head of European Credit; and Lan Wu, European Credit Portfolio Manager.

Europe’s experience under Solvency II shows how insurers’ priorities can evolve from regulatory compliance towards sustainable capital generation, balance-sheet stability and liquidity under stress. For insurers in Asia Pacific (Apac), four observations stand out, says Soraya Kazziha, Managing Director, Institutional Capital Insurance Solutions, at Blue Owl Capital.

Benchmarks remain a vital tool for active fixed income investors, but they were never meant to be the final destination. As market dynamics become more complex and investor priorities evolve, allocators are increasingly adopting a total portfolio approach (TPA), focusing more on whether portfolios are delivering the outcomes that matter most to investors. By L&G's Alex Mack, Head of Rates and Inflation; Ian Hutchinson, Head of Global Bond Strategies - Benchmark; and Radha Mathur…